Morningstar

Baird Equity Opportunity Investor BSVSX

Morningstar Medalist Rating
Medalist Rating as of | See Baird Investment Hub
  • NAV / 1-Day Return 14.33  /  +1.99 %
  • Total Assets 64.8 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 67%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis BSVSX

Will BSVSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSVSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSVSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BSVSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Baird Equity Opportunity Investor's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BSVSX

More BSVSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cadre Holdings Inc

5.59 3.6 Mil
Industrials

The Chefs' Warehouse Inc

5.52 3.5 Mil
Consumer Defensive

Universal Display Corp

5.48 3.5 Mil
Technology

Sportradar Group AG Class A

5.46 3.5 Mil
Technology

Fluor Corp

5.35 3.4 Mil
Industrials

Envestnet Inc

4.61 3.0 Mil
Technology

Merit Medical Systems Inc

4.49 2.9 Mil
Healthcare

Madison Square Garden Sports Corp Class A

4.28 2.8 Mil
Communication Services

Valmont Industries Inc

4.02 2.6 Mil
Industrials

AvidXchange Holdings Inc

4.01 2.6 Mil
Technology

Sponsor Center